Keeping records of your projects can often be a heavy task since it requires a detailed list of what you or your employees ought to do in the projects. Thankfully, by using a record keeping checklist your job of record-keeping will be more efficient. It is an extremely useful tool that will make a record-keeping activity less daunting as it will mitigate the risk of errors that can happen. In this article, you will be provided an example of a reliable record keeping checklist that can be utilized as a reference in keeping records.
Include some relevant information
The first and most basic thing to be reviewed in the record keeping checklist is including the relevant information of the projects. It can be the completion of relevant information about the participants and the services, all relevant sections of the template form, the basic information, the information of those who present during the projects, the topic being discussed, and the place where the projects take place.
Insert the time of the record
Another crucial point to be covered is inserting the time of the record and verify whether the record is written at the time of the project happens or very soon after the events.
State the record adequately and accurately
The record keeping checklist will suggest you to ensure that the record does not include some ambiguous and vague statements as well as factual errors. You also need to make sure that your record has some of the key facts such as the services provided, the attendance, and the comments from the participants. The next important point is to check from where you get the source of information and whether it is correct.
Present your record clearly
Another significant point that should be covered is the way you present your record. Make sure your record does not have some unnecessary abbreviations, acronyms, jargon, technical terms, and third-person references. You also have to check if the information in your record is recorded in the right document or section of the document and whether it uses simple language.
Construct an objective record
The record keeping checklist also suggests you reviewing the objectivity of your record. It can include whether there are any subjective views, opinions, or emotive language.
Check the legibility of your record
When your record includes some handwritten notes, check whether they can be read and understood easily. If not, you should type out the notes or add them electronically. You also ought to check if they are clear and do not have multiple edits or crossing out.
The checklist template above serves as a reference to what you should do to utilize a reliable record-keeping checklist. Any additionnal items can be inserted to meet your own criteria and expectation. You may also add more specific details to adjust particular conditions that may happen. You can also search for HR record keeping checklist and new ACNC record keeping checklist for more various templates.